Antonio Giuseppe Sordillo

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 07/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, MA
• 06/2011 → 07/2020
  Bank Of America, N.A.
  Burlington, MA
• 07/2020 → Present
  Raymond James & Associates, Inc
  Burlington, MA
• 08/2025 → Present
  Dukas Auctioneer Group
  Lynnfield, MA

Previous Registrations

• 2010-01-05 → 2020-07-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, MA
• 2008-06-17 → 2009-03-25
  Banc Of America Investment Services, Inc.
  Waltham, MA
  Burlington, MA

Other Businesses

1) Name of Business: Individually owned Address: 30 Maywood Rd, Lynnfield , MA, 01940, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/27/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Mutli family in Wakefield ( was primary residence) now is a full rental. (2) Name of Business: SAG-AFTRA Address: 30 Maywood Rd, Lynnfield, MA, 01940, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 07/09/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Currently inactive. Actor

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-02
• S63 Uniform Securities Agent State Law Examination
  2006-10-16

Other Names

• Antonio G Sordillo
• Antonio Giuseppe Sordillo